|
4201
|
MKA Charitable Fund
San Francisco,
California
|
$289M
|
+$50.4M
|
+21%
|
21.2%
|
–
|
1
|
0%
|
|
|
4202
|
Discovery Value Fund
Singapore
|
$289M
|
+$69.6M
|
+32%
|
34.5%
|
207%
|
11
|
45.45%
|
|
|
4203
|
Tri Locum Partners
New York
|
$288M
|
+$69.6M
|
+32%
|
32%
|
378%
|
37
|
62.16%
|
|
|
4204
|
Regimen Wealth
Atlanta,
Georgia
|
$288M
|
+$27.1M
|
+10%
|
4.73%
|
28.5%
|
69
|
18.84%
|
|
|
4205
|
Triune Financial Partners
Overland Park,
Kansas
|
$288M
|
+$18.7M
|
+7%
|
7.42%
|
50.6%
|
34
|
2.94%
|
|
|
4206
|
Prentice Wealth Management
Rochester,
New York
|
$288M
|
+$31.4M
|
+12%
|
6.48%
|
44.2%
|
108
|
6.48%
|
|
|
4207
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$288M
|
+$12.8M
|
+5%
|
7.64%
|
50.5%
|
310
|
15.48%
|
|
|
4208
|
Stone Summit Wealth
Miami,
Florida
|
$288M
|
+$26.9M
|
+10%
|
8.18%
|
59.6%
|
143
|
4.9%
|
|
|
4209
|
Rovida Advisors
Fort Lauderdale,
Florida
|
$288M
|
+$42.4M
|
+17%
|
1.1%
|
24.8%
|
30
|
56.67%
|
|
|
4210
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$288M
|
+$43.7M
|
+18%
|
9.21%
|
69.7%
|
295
|
30.85%
|
|
|
4211
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$288M
|
+$26.6M
|
+10%
|
7.3%
|
46.1%
|
84
|
13.1%
|
|
|
4212
|
Madrona Financial Services
Everett,
Washington
|
$287M
|
+$33.6M
|
+13%
|
6.57%
|
75.4%
|
103
|
22.33%
|
|
|
4213
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$287M
|
+$45.3M
|
+19%
|
12.9%
|
–
|
634
|
74.13%
|
|
|
4214
|
BOCHK Asset Management
Hong Kong
|
$286M
|
+$124M
|
+76%
|
43.5%
|
–
|
90
|
62.22%
|
|
|
4215
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$286M
|
+$14.9M
|
+5%
|
9.81%
|
68.1%
|
194
|
13.92%
|
|
|
4216
|
James J. Burns & Company
Melville,
New York
|
$286M
|
-$134M
|
-32%
|
7.37%
|
52.3%
|
124
|
34.68%
|
|
|
4217
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$286M
|
+$23.1M
|
+9%
|
6.23%
|
43.4%
|
46
|
13.04%
|
|
|
4218
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$286M
|
+$31.6M
|
+12%
|
10.2%
|
–
|
114
|
11.4%
|
|
|
4219
|
Rockline Wealth Management
Plainview,
New York
|
$286M
|
+$45.3M
|
+19%
|
18.8%
|
–
|
95
|
9.47%
|
|
|
4220
|
Beach Point Capital Management
Santa Monica,
California
|
$286M
|
+$35.2M
|
+14%
|
4.7%
|
110%
|
13
|
23.08%
|
|
|
4221
|
Packer & Co
Cottesloe,
Australia
|
$286M
|
+$15.3M
|
+6%
|
8.2%
|
–
|
3
|
0%
|
|
|
4222
|
NovaPoint Capital
Atlanta,
Georgia
|
$285M
|
+$16.1M
|
+6%
|
8.2%
|
72.2%
|
143
|
12.59%
|
|
|
4223
|
Atlas Merchant Capital
New York
|
$285M
|
-$81.8M
|
-22%
|
2.68%
|
60%
|
94
|
35.11%
|
|
|
4224
|
Laurus Investment Counsel
Toronto,
Canada
|
$285M
|
+$9.22M
|
+3%
|
7.37%
|
14.1%
|
40
|
5%
|
|
|
4225
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$285M
|
+$34.2M
|
+14%
|
12.1%
|
90.2%
|
155
|
21.94%
|
|